CIS Configurator

CIS Configurator Übersicht

CIS Configurator is a web-based CPQ (configure, price and quote) solution that helps sales teams accelerate the overall selling process. The solution is suitable for small and midsize sales teams across various industry sectors including engineering, transport, and manufacturing. With CIS Configurator, sales personnel can have full visibility of their pricing strategy and can generate customizable quotes for their customers.

CIS Configurator is an integrated suite comprising CIS QuoteBuilder, Configurator and ModelBuilder applications. With CIS Configurator, businesses can build instant quotations for their clients based on the product quantity ordered. The software helps businesses to create multiple pricing strategies and offers options to add discounts, promotion offers, and taxes within the quotation. With the inbuilt currency converter, businesses can generate quotations in multiple currencies to meet global requirements.

CIS Configurator is capable of storing every quotation document in a centralized place for quick retrieval. Sales personnel can also attach supporting documents such as product catalogs, business agreements and invoices to the quotations prior to sharing them with customers. Businesses can establish their pricing rules in the ModelBuilder application. The tool ensures that every quotation complies with the defined standards.

CIS Configurator also offers an API for integration with existing business applications, such as ERP and CRM applications. This allows businesses to streamline the information flow and eliminate multiple data entry efforts. The solution can be hosted remotely on a third-party cloud service or can be installed on-premises.

User friendly but it has show problems in the past such as no connectivity or slows down a lot.

Täglich für Mehr als 2 Jahre genutzt

Bewertet am 16.11.2017

Quelle der Bewertung: Capterra

Faster quotation process.

Vorteile

Easy to use, it takes you step by step, it has and does everything I need for quotation purposes and lets me convert my files in to pdf easily.

Nachteile

Slows down a lot some times, once you select an item and press continue or ok it takes a long time to show the next window of options, we've experience connectivity problems as well.

Antwort von Complete Information Solutions

Hi Guillermo, Thank you for your feedback.
As you may know the ERP partner you work with had the CIS instance hosted on one of their servers connected to the ERP you use. At the request of your management, the instance was transferred to one of our production servers in Arizona and we have heard that connectivity is now as it should be and everyone is more than pleased..
Thank you once again.
Regards
Steve

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9.0/10

Terry O'neill

Branche: Konsumgüter

Untern. Größe: 51-200 Mitarbeiter

Mit Google übersetzen

Our system has never let us down. CIS is right there whenever we need them to answer questions

Täglich für Mehr als 2 Jahre genutzt

Bewertet am 22.10.2017

Quelle der Bewertung: Capterra

Most of our competitors do not have a quoting system. Next to our outstanding product lines, this has added the support our accounts need to be successful and close deal much faster.

Vorteile

Easy to follow, it's fast and very detailed. The system will not allow a user that is not as experienced, build a quote that will cost the dealer money because some selected options require other mandatory features.

Nachteile

Would love to tailor to our largest accounts. Meaning, the ability to create a package, which most have an exclusive package for their dealership, but none of the other dealers can use or see it.

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10.0/10

Jason Killelea

Mit Google übersetzen

The only way to work with millions of SKU's

Bewertet am 30.5.2015

Quelle der Bewertung: Capterra

When looking for a new ERP system, Visual Lighting Technologies (VLT), a manufacturer of specification-grade LED lighting products, was leaning towards SAP Business One but it wasn't until we found the CIS Configurator that we knew that Business One could handle dynamic creation of our millions of SKU's. Further, VLT has a special need where each of those millions of SKU's can be manufactured using up to eight distinct bills of materials.

VLT uses the PPS One add-on to SAP Business One, made by CIM Pool PPS, to manage production with these different BOMs, but that would only work with pre-entered Business One items. We needed to bridge the gap between the dynamically created CIS items and PPS One. CIS was able to work with CIM Pool PPS to facilitate a custom integration allowing VLT to create Configuration Models which include all of the components for the multiple BoM's which are then imported into PPS One and interpreted into PPS One standard Resource Lists. The end result allows the Quotations team to sell a "generic" product which the Production team can then choose to build in one of many different ways.

VLT also utilized CIS's Custom Solutions services for several other smaller tweaks, both directly within the CIS applications and also in CIS's SAP Business One integration component. This combination of core CIS functionality, customization of their application, and integration with PPS One make the CIS Configurator a key component in our ability to manage the sales and production of the millions of product variations we offer.

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Kate Lockwood

Mit Google übersetzen

Working with CIS Configurator & Quote Builder

Bewertet am 22.3.2013

Quelle der Bewertung: Capterra

If you are considering purchasing a quote builder/configurator program I would highly recommend CIS to be your partner.

Vorteile

The CIS Configurator & Quote Builder system will put Bravo Trailers a step ahead of our competition. Customer service and quality of product is key in our industry. Providing our dealers with a state of the art program that allows them to quickly and accurately quote trailers to their retail customers is key to their success and ours. The sales management tool also provides our dealers with a great way of measuring the success of their sales team.
Working with the CIS Team during the data build and implementation of our program has and continues to be a great working relationship.

Nachteile

Depending on the nature of your business and how you plan to use the program the investment in time can be extensive. Be prepared and organized prior to beginning and make sure you totally understand the instruction & capability of the program purchased.

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Kate Lockwood

Mit Google übersetzen

Bravo Trailers QuoteBuilder

Bewertet am 24.9.2013

Quelle der Bewertung: Capterra

Pros: The CIS Configurator & Quote Builder system will put Bravo Trailers a step ahead of our competition. Customer service and quality of product is key in our industry. Providing our dealers with a state of the art program that allows them to quickly and accurately quote trailers to their retail customers is key to their success and ours. The sales management tool also provides our dealers with a great way of measuring the success of their sales team.
Working with the CIS Team during the data build and implementation of our program has and continues to be a great working relationship.

Cons: Depending on the nature of your business and how you plan to use the program the investment in time can be extensive. Be prepared and organized prior to beginning and make sure you totally understand the instruction & capability of the program purchased.

Overall: If you are considering purchasing a quote builder/configurator program I would highly recommend CIS to be your partner.